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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,576 | $199,109-59.5% | $173,730-53.6% | $154,746-47.9% |
| Participation rate | 43.8% | 82.8%-39.1pp | 79.6%-35.8pp | 80.7%-37.0pp |
| Annual return | 14.05% | 20.02%-6.0pp | 19.96%-5.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,129 | $5,311-78.7% | $4,577-75.3% | $4,379-74.2% |
| Participant deferral / active EE | $5,484 | $7,113-22.9% | $6,326-13.3% | $6,730-18.5% |
| Admin fee / account holder | $19 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |